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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Helena, MT

Every SEC-registered financial advisor at a firm office in Helena who lists the Chartered Financial Consultant designation, A to Z.

6 ChFC holders work in Helena; the most are at Edward Jones (2). 5 are also registered broker representatives.

ChFC advisors in Helena, A to Z

Every advisor in Helena →
  • Alexander D. BeveridgeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Courtney Dann McAdamsNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Robert B. HasemanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • David E. JensenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michelle M. JuntunenInvestment Management Group · Chartered Financial Consultant
  • Brian K. NelsonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Helena

Edward Jones 2Cetera Investment Advisers LLC 1Investment Management Group 1Northwestern Mutual Investment Services, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Montana cities

All of Montana →

Missoula 12Billings 7Bozeman 7

Questions

How many ChFC financial advisors are in Helena, MT?

6 SEC-registered investment adviser representatives at firm offices in Helena, Montana list the ChFC designation; Edward Jones employs the most of them (2).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Helena?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.